— PATRIMONY PRESS · LANDLORD SERIES —
Rental Property Spreadsheet — Schedule E Workbook v2.0
Tax season is easier when your rental books already match Schedule E.
$24
Secure checkout on Etsy (shop: InnovativeFunds) · Personal-use license.
Most landlords keep rental books in a shoebox, a bank export, or a spreadsheet that has to be re-sorted every spring. Then the categories never quite match the form.
This workbook fixes that at the source. Log rent and expenses once through the year, choose the Schedule E category from a dropdown, and it totals every line by property, ready for you or your CPA at tax time.
What’s inside
- Dashboard (new in v2.0) — KPI totals, NOI by property, and charts of rents vs. expenses by month
- Rent Tracker (new) — every unit × every month, color-coded paid, partial, or missed
- Schedule E Summary — lines 3 through 21 for up to 20 properties, plus fair-rental and personal-use days
- Income ledger (600 rows) — rent, late fees, pet fees, and other income, linked to each unit
- Expense ledger (1,200 rows) — Schedule E category chosen from a dropdown
- Capital-improvement flag — roofs, appliances, and other improvements kept out of repairs and depreciated instead
- Loan log — splits each mortgage payment into interest, principal, and escrow; interest flows to line 12
- Depreciation — buildings (27.5-year residential / 39-year commercial, mid-month) and improvements
- Entity rollup — totals by LLC or personal ownership for multi-entity owners
- Mileage log (new) — miles × the standard rate you enter flow into line 6
- Vendor totals (new) — with a 1099 review flag at the threshold you enter
- Rent roll — tenants, lease dates, deposits, and alerts for leases ending within 60 days
- Start Here guide with step-by-step instructions; every sheet print-ready
Format & delivery
- 2 files, instant download: a BLANK workbook ready to use, plus a SAMPLE workbook filled with 3 example properties
- Works in Microsoft Excel, Google Sheets (File → Import), and Apple Numbers
- No macros, no passwords, no subscriptions
- No physical product is shipped
Not tax adviceFor recordkeeping only. This workbook is not tax or legal advice. Bonus depreciation, Section 179, accelerated MACRS, passive-loss limits, and personal-use expense allocation are not calculated. Review your return with a qualified tax professional.
Free guide: How to organize rental property records for Schedule E →
Questions
How do I receive my files?
Checkout is handled by Etsy. Right after purchase, Etsy emails you a download link, and the files stay available in your Etsy account under Purchases. Nothing is shipped.
Does it work in Google Sheets?
Yes. In Google Sheets, use File → Import to open the workbook. It also works in Microsoft Excel and Apple Numbers. There are no macros.
How many properties can it handle?
The Schedule E Summary covers up to 20 properties, with an entity rollup for owners who hold property in more than one LLC or personally.
Will it file my taxes or replace my CPA?
No. It organizes your records by Schedule E line so preparing the return is faster. It does not calculate bonus depreciation, Section 179, passive-loss limits, or personal-use allocations. Review your return with a qualified tax professional.
